Transcript UN Economic Commission for Europe 18th UN/CEFACT Forum Opening Plenary 09.00 – 13.00 hrs 19 September 2011 Geneva International Conference Centre Geneva, Switzerland.

UN Economic Commission for Europe
18th UN/CEFACT Forum
Opening Plenary
09.00 – 13.00 hrs
19 September 2011
Geneva International Conference Centre
Geneva, Switzerland
UN Economic Commission for Europe
Schedule
18th UN/CEFACT Forum
Opening Plenary
09.00 – 09.15 Welcome
09.15 – 09.45 Bureau Report on the Way Forward
09.45 – 10.15 Coffee Break
10.15 –13.00 Implementing Transition
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UN Economic Commission for Europe
• Welcome
UNECE: Virginia Cram-Martos, Director
UN/CEFACT: Stuart Feder, Plenary Chair
• Bureau Report on the Way Forward
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UN Economic Commission for Europe
Bureau Report
The Way Forward
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UN Economic Commission for Europe
Bureau Report
• Continuity and Change
• Priority Focus on Projects and Maintenance
• Stakeholder Outreach
• Transparency
• Level playing field
• All issues to be open and on the table
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UN Economic Commission for Europe
UN Framework
UNITED NATIONS
GENERAL ASSEMBLY
ECONOMIC AND SOCIAL COUNCIL
ECONOMIC COMMISSION
FOR EUROPE
(Executive Committee)
COMMITTEE ON TRADE
CENTRE FOR TRADE FACILITATION
AND ELECTRONIC BUSINESS
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UN Economic Commission for Europe
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UN Economic Commission for Europe
Overview of Key Dates to Review
• 7-8 July 2011 – 17th UN/CEFACT Plenary, Geneva
• 12-14 September 2011 – ISO TC/154
• 15-16 September 2011 – MOUMG
• 19-23 September 2011 – 18th UN/CEFACT Forum, Geneva
• 15-17 February 2012 – 18th UN/CEFACT Plenary, Geneva
UN Economic Commission for Europe
Mandate
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Intergovernmental
Public-private sector collaboration
Global remit
Multidisciplinary
Consensus-driven
Trade Facilitation Recommendations & eBusiness
Standards development
• Real-world solutions-oriented
• Free to participate / to use outcomes
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UN Economic Commission for Europe
Drivers for change
• Recommendations from UNECE EXCOM
• Permanent Group Mandate Renewals
• More timely availability of deliverables
• Opportunities from greater stakeholder collaboration
• Outreach to stakeholders / questionnaires
• Gap analyses
• Maturity of experience / lessons learned
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UN Economic Commission for Europe
Drivers for change and new framework
• Recommendations from UNECE EXCOM
Straightforward management structure,
emphasis on plenary-controlled/approved
programme of work, emphasis on collaboration,
project-oriented transparency/communication
• Permanent Group Mandate Renewals
Programme development areas provide
responsive and adaptable framework to
formulate projects that meet needs without
silos, with support activities via Bureau
• More timely availability of deliverables
Strengthened open development process and
Bureau monitoring and support of projects
provides for more timely outputs, identification
of needs and needed Plenary engagement
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Opportunities from greater stakeholder collaboration
Outreach to stakeholders / questionnaires
Gap analyses
Maturity of experience / lessons learned
Programme development areas open up
opportunities for greater consultation and
collaboration, provide a way to address
results of questionnaires, gap analyses, and
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lessons learned
UN Economic Commission for Europe
Main themes in going forward
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Outreach and meeting strategic stakeholder needs
Reducing duplication of effort
Creating value-added benefits through specialisation
Fewer layers of management
Encouraging cross-domain initiatives
Preventing resource-gridlock
Improving timeliness of deliverables
Addressing communication challenges
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UN Economic Commission for Europe
Essential Focal Points
• Streamlined management
• Project-oriented
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UN Economic Commission for Europe
R.650 Rev. 4 Structure
UN/CEFACT Plenary
Plenary Chair
___________________
Bureau
Regional
Rapporteurs
UNECE
Secretariat
FMG
Forum
Management
Group
International Trade
and Business
Processes Group
Applied Technology
Group
Information Content
Management Group
UN/CEFACT Forum
Techniques and
Methodologies Group
Legal Group
Domains: Accounting & Audit - Agriculture - Architecture, Engineering & Construction - Business Process Analysis - Customs eGovernment - Electronic Trade Documents - Environmental Management - Finance - Harmonization - Health Care Insurance - International Trade Procedures - Supply Chain - Transport - Travel, Tourism and Leisure
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UN Economic Commission for Europe
Document 15 Structure
PLENARY
----------
Plenary Bureau
Regional Rapporteurs
Teams of
Teams of
Specialists
Teams of
Specialists
Teams of
Programme
Specialists
Specialists
Development
Project Teams
Project Teams
Project Teams
Project Teams
Project Teams
Areas
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UN Economic Commission for Europe
Programmme of Work
Plenary
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Regional Rapporteurs
Plenary Bureau
Programme of Work
Teams of
Teams of
Specialists
Teams of
Specialists
Teams of
Programme
Specialists
Specialists
Development
Areas
Project Teams
Project Teams
Project Teams
Project Teams
Project Teams
UN Economic Commission for Europe
Deliverables
• Identified
• Achieved
• Supported
Programme of Work
Programme Development Areas
Project Teams
Registry of Domains
Roster of Experts
Bureau Programme Support
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UN Economic Commission for Europe
Initial Framework
Methodology and Technology
Plenary
Methodology and Technology
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Plenary Bureau
Sectoral
Sectoral
Regulatory
Regulatory
Supply Chain
Programme of
Work
Supply Chain
Trade and Transport Facilitation
Trade and Transport Facilitation
Programme Development Areas
•Trade Facilitation Implementation Guide
•Annex to Trade Recommendation 6
•Revision of Trade Recommendation 11
•Revision of Trade Recommendation 12
•Trade Recommendation 34
•Trade Recommendation 35
•Trade Recommendation 36
•Consultation Models for Public and Private Sector
Consultation
•Business Process Analysis
•International Supply Chain Reference Model
Project Teams
PROGRAMME OF WORK
BUREAU PROGRAMME SUPPORT
Support Services Tasks
& Communication Activities
Work Programme Coherence and Coordination, Project
Monitoring, Harmonisation, Core Component Library,
Audit/Quality, Maintenance, Schema development and
maintenance,
Directories,
Conformance,
Legal,
Communication (external/internal), Marketing , Events,
Liaison, Training / Capacity Building
UN Economic Commission for Europe
Registry of Domains
Business
Technical
Accounting & Audit
Audit / Validation
Agriculture
Business Process Modelling
Customs
Communication
Environmental Management
Harmonisation
Finance/Payments
Legal
Government
Library maintenance
Health Care
Library production
Insurance
Methodology
International Trade Procedures
Publications
Procurement
UN/EDIFACT
Supply Chain Management
XML
Transport
Travel/Tourism
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Liaison
Validate coverage
Strategic review – old/new
Transparent lists
Clear procedures
Formal – UNECE MOU needed
Cooperation activities
Collaboration
Relationship management
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UN Economic Commission for Europe
Current Structure
PROGRAMME DEVELOPMENT AREAS
• Trade & Transport Facilitation - Vice Chairs: Mats Wicktor and Viktor Dravitsa
International Trade Procedures, Customs, Transport
• Supply Chain – Vice Chairs: Mike Doran and Tim McGrath
 Supply Chain Management, Procurement, Payments/Finance, Accounting and Audit
• Regulatory – Vice Chairs, Tahseen Khan and Mats Wicktor
 Customs, Government, Environmental Management
• Sectoral – Vice Chairs Bruno Prepin and Harm-Jan van Burg
 Agriculture, Health Care, Insurance, Travel/Tourism
•
Methodology & Technology – Vice Chairs Peter Amstutz and Tim McGrath
 Business Process Analysis, Methodology, Harmonisation, Library, Audit, UN/EDIFACT, XML
BUREAU PROGRAMME SUPPORT
Vice Chairs: Peter Amstutz, Pier Alberto Cucino (Communications), Harm-Jan van Burg (Liaison)
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PROGRAMME OF WORK
PROGRAMME
DEVELOPMENT
AREAS
PROJECT TEAMS
REGISTRY OF
DOMAINS
ROSTER OF
EXPERTS
Bureau Programme Support
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UN Economic Commission for Europe
18th UN/CEFACT Forum
Coffee Break
09:45 – 10:15 hrs
19 September 2011
Geneva International Conference Centre
Geneva, Switzerland
UN Economic Commission for Europe
18th UN/CEFACT Forum
Implementing Transition
10:15 – 13.00 hrs
19 September 2011
Geneva International Conference Centre
Geneva, Switzerland
UN Economic Commission for Europe
Schedule
10.15 – 11.15 Introduction to Programme Development
Areas and Bureau Programme Support
11.15 – 12.40 Overview of UN/CEFACT Operating Procedures
12.40 – 12.50 Communication
12.50 – 13.00 Forum schedule and general information
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UN Economic Commission for Europe
18th UN/CEFACT FORUM
Opening Plenary
Trade and Transport Facilitation PDA
Geneva International Conference Centre
Geneva, Switzerland – 19 September 2011
UN Economic Commission for Europe
Trade and Transport
Facilitation PDA
PROGRAMME OF WORK
Vice Chairs:
Mats Wicktor
&
Victor Dravitsa
TRADE AND
TRANSPORT
FACILITATION
PROJECT
TEAMS
Domains: Customs, Transport, International Trade
Procedures
UN Economic Commission for Europe
Trade and Transport
Facilitation PDA
Monday pm PDA Meeting
• Trends, tendencies and environmental scanning
• Domain Specific Discussions
• Status of ongoing Projects
• Single Window Management
• Cargo Declaration Resolution
• Procedure for Recommendations?
• Trade recovery – what can CEFACT do?
• Possible needs for collaboration
• Planning for the week
UN Economic Commission for Europe
Domain coordinators
• International Trade Procedures: Johan Pontén
• Customs: SP Sahu
• Transport: Dominique Vankemmel
UN Economic Commission for Europe
18th UN/CEFACT FORUM
Opening Plenary
Supply Chain PDA
Geneva International Conference Centre
Geneva, Switzerland – 19 September 2011
PROGRAMME OF WORK
PROGRAMME
DEVELOPMENT AREA
Vice
Chair
2
Supply
Chain
PROJECT TEAMS
S
•Cross Industry Catalog
•Cross Industry Invoice
•Cross Industry Remittance Advice
•Cross Industry Ordering
•Cross Industry Scheduling
•Cross Industry Delivery
•Cross Industry Quotation
•Market Research Information
•eTendering
•Project Schedule and Cost
Performance Management
•Contract Financial Execution
Management
•Public Electronic Procurement
Domain support: Supply Chain Management,
Procurement, Accounting & Audit, Finance/Payments,
Insurance, Government, Transport
PROGRAMME OF WORK
PROGRAMME
DEVELOPMENT AREA
Vice
Chairs
Mike
Doran
&
Tim
McGrath
Supply
Chain
PROJECT TEAMS
S
•Cross Industry catalogue
•Cross Industry Invoice
•Cross Industry Remittance Advice
•Cross Industry Ordering
•Cross Industry Scheduling
•Cross Industry Delivery
•Cross Industry Quotation
•Market Research Information
•eTendering
•Project Schedule and Cost
Performance Management
•Contract Financial Execution Management
•Public Electronic Procurement
•Security for XML Documents & Messages
•Material Data Safety Sheet
•Globally Harmonized System of Classification
& Labelling of Chemicals (GHS)
•Registration, Evaluation, Authorization &
Restriction of Chemicals
Domains: Supply Chain Management, Procurement,
Finance/Payments & Accounting & Audit
UN Economic Commission for Europe
SUPPLY CHAIN PDA
CURRENT DOMAIN COORDINATORS
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Supply Chain Management: Karina Duvinger & Edmund Gray
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Procurement: Bernard Longhi
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Finance & Payments: Liliana Fratini Passi
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Accounting & Audit: Michel Lesourd & Eric Cohen
UN Economic Commission for Europe
SUPPLY CHAIN PDA
PROJECTS & PROJECT LEADERS
EX TBG 1 – In ODP Step 7
•Cross Industry Catalogue: Karina Duvinger
•Cross Industry Invoice: v2.0 + 2.1: Edmund Gray
–
Migration CII to CCTS 3.0 & NDR 3.0: Karina Duvinger (Coordinator)
•Cross Industry Remittance Advice: Mounir El-Koury
•Cross Industry Ordering: Martin Forsberg
•Cross Industry Scheduling: Samy Scemama
•Cross Industry Delivery: Edmund Gray
•Cross Industry Quotation: Gilles Brandel
•Market Research Information: Helge Simonsen
•Supply Chain Process Common Requirements: Sue Probert
UN Economic Commission for Europe
SUPPLY CHAIN PDA
PROJECTS & PROJECT LEADERS
Ex TBG 1 - Mapped to Regulatory PDA
In ODP Step 4
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Globally Harmonized System of Classification & Labelling of Chemicals
(GHS): Delta Pelgrim
In ODP Step 7
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Material Safety Data Sheet: Delta Pelgrim
In ODP Step ?
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Registration, Evaluation, Authorization & Restriction of Chemicals
(REACH):Delta Pelgrim
UN Economic Commission for Europe
SUPPLY CHAIN PDA
PROJECTS & PROJECT LEADERS
Ex TBG 5
•Finance & Payments: Supply Chain Finance: new standardization needs to be
addressed (eg.: guarantees, letters of credit, open account, trade counterparties
screening)
– Cross-Industry Invoice: maintenance with respect to financial issues / coordination with
other PDA domains
– Liaison with ISO20022 and global financial services (e.g.: Common Global
Implementation)
To be followed up after SIBOS event in Toronto
UN Economic Commission for Europe
SUPPLY CHAIN PDA
PROJECTS & PROJECT LEADERS
EX TBG 6
In ODP Step 3
•
Contract Financial Execution Management: Michel Entat
In ODP Step 6
•
Security for XML Documents & Messages: Sujeet Bhatt
In ODP Step 7
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eTendering ebXML Standards Project: Kevin Smith
Project Schedule & Cost Performance Management: Chris Hassler
UN Economic Commission for Europe
SUPPLY CHAIN PDA
PROJECTS & PROJECT LEADERS
Ex TBG 12
In ODP Step 3
• Lexical Nomenclature: Michel Lesourd
In ODP Step 6
• Accounting Trial Balance: Michel Lesourd
• Accounting Bundle Collection: Michel Lesourd
In ODP Step 7
• Accounting Token:
• Accounting Entry v.1 & V.2:
• Accounting Ledger:
• Accounting Chart of Accounts:
• Accounting Reporting:
• Accounting Message:
• Accounting Journal:
UN Economic Commission for Europe
SUPPLY CHAIN PDA
Monday pm PDA Meeting
•Review of PDA Domains – Outstanding issues
•Detailed discussion on New Procedures with ITT
•Review of all current Projects
•First discussion on Supply Chain PDA Future Strategy
•Planning of the week
UN Economic Commission for Europe
18th UN/CEFACT FORUM
Opening Plenary
Regulatory PDA
Geneva International Conference Centre
Geneva, Switzerland – 19 September 2011
UN Economic Commission for Europe
REGULATORY PDA
PROGRAMME OF WORK
Vice Chairs:
Tahseen Khan
&
Mats Wicktor
REGULATORY
PROJECT
TEAMS
Domains: Customs, Environmental Management,
Government
UN Economic Commission for Europe
REGULATORY PDA
Monday pm PDA Meeting
• Trends, tendencies and environmental scanning
• Domain Specific Discussions
• Status of ongoing Projects
• Trade recovery – what can CEFACT do?
• Possible needs for collaboration
• Planning for the week
UN Economic Commission for Europe
Domain Coordinators
• Customs: SP Sahu
• Government: nomen nescio
• Environmental Management: Delta Pelgrim
UN Economic Commission for Europe
18th UN/CEFACT FORUM
Opening Plenary
Sectoral PDA
Geneva International Conference Centre
Geneva, Switzerland – 19 September 2011
UN Economic Commission for Europe
PROGRAMME OF WORK
Programme
Development
Area
PROJECTS
S
Sectoral
Vice Chairs
Bruno Prepin
&
Harm-Jan
van Burg
Small scaled Lodging House
InformatioSmall scaled Lodging House
Travel Product Information Process
Cattle Registration Information Exchange
Livestock Life Record
EDI of Agronomical Observations Report
eArchiving - Tranfer of digital records
DAPLOS project
Small scaled Lodging House Reservation
Information Process
Agriculture, Insurance, Travel/Tourism, Healthcare
UN Economic Commission for Europe
Domain coordinators
Travel/Tourism
Mr Aiko Suzuki
Insurance
Mr Andreas Schultz
Agriculture
Mr Frans van Diepen
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UN Economic Commission for Europe
Information flows Agri
Analysis
IT companies labs
Logistics
Transports
Research
Professional centers
organizations
Banking and
insurance
companies
SERVICE PROVIDER
Ag. supplier
Distributor
FARMER
Collector &
Stockmaker
Food
processing
industry
Accounting
service
companies
Retailer
ADMINISTRATIONS
Customs
Ministry of Agriculture
(central & local)
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UN Economic Commission for Europe
ANIMAL
• Cattle Registration
Information
Exchange(CRIE) –
(CCL 10A)
• Animal Life Record
• Fish Traceability
(dispatch advise
(CCL10A)
CROPS
• Crop Data Sheet
(eDAPLOS)
(CCL08A)
• Agronomical
Observations
Report
(CCL11B)
scope agriculture projects
eCertification
• eCert Message
(CCL08A)
• Implementation
Guide
TRANSVERSE
• Electronic Data
Exchange Proxy
(CCL10A)
• Electronic Data
Interchange for
laboratory analysis
in agricultural and
agri- food fields (in
progress)
UN Economic Commission for Europe
Travel /Tourism,
Healthcare, Insurance
Objectives for this week
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Outreach and meeting strategic stakeholder needs
Reviewing existing projects
Define scope and achievable goals
Contribute to Programme of Work
Define cross-sectoral activities
Establish working procedures within PDA
Define contributions to other UN activities
Explore enlarging participation of new experts
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UN Economic Commission for Europe
18th UN/CEFACT FORUM
Opening Plenary
Methodology & Technology PDA
Geneva International Conference Centre
Geneva, Switzerland – 19 September 2011
UN Economic Commission for Europe
PROGRAMME OF WORK
PROGRAMME DEVELOPMENT
AREA
Vice Chairs
Peter Amstutz
&
Tim McGrath
“how to do it”
not
“responsible for”
Methodology
&
Technology
PROJECT TEAMS
•Common Business Process Catalog Specification
•Core Component Business Document Assembly
•Core Component Technical Specification V3.0 – Part 1 of
CCTS
•Framework for building Catalog of Common Business
Processes
•MRI Meetings
•REA - Specialization Module for UMM
•Security for XML documents and Messages
•UML Profile for Core Components V3.0 – Part 2 of CCTS
•UN/CEFACT Context Methodology V1.0
•UN/CEFACT Modeling Methodology V2.0
•UN/CEFACT Standard Business Document Header V3.0
•UN/CEFACT XML Naming and Design Rules V3.0
•XML For CCTS
Domains:
Business Process Modelling, Methodology, UN/EDIFACT, XML
Audit/Validation, Harmonisation, Library maintenance, Library production,
UN Economic Commission for Europe
METHODOLOGY &
TECHNOLOGY PDA
CURRENT PROJECT LEADERS
Common Business Process Catalog Specification
Core Component Business Document Assembly
Core Component Technical Specification V3.0 – Part 1 of CCTS
Framework for building Catalog of Common Business Processes
MRI Meetings
REA - Specialization Module for UMM
Security for XML documents and Messages
UML Profile for Core Components V3.0 – Part 2 of CCTS
UN/CEFACT Context Methodology V1.0
UN/CEFACT Modeling Methodology V2.0
UN/CEFACT Standard Business Document Header V3.0
UN/CEFACT XML Naming and Design Rules V3.0
XML For CCTS
Colin Clark
Sue Probert
Scott Hinkelman
Ed Buchinski
Niki Sahling
Allan Adair
Sujeet Bhatt
(ed.Francois Devoret)
Philipp Liegl
Scott Hinkelman
Allan Adair
Shingo Sakaguchi
Jostein Frømyr
Michael Rowell
UN Economic Commission for Europe
METHODOLOGY &
TECHNOLOGY PDA
CURRENT DOMAIN COORDINATORS
UN Economic Commission for Europe
METHODOLOGY &
TECHNOLOGY PDA
Monday Afternoon PDA Meeting
•Review of all current Projects
– UMM status
– UCM review
– CCBDA status
•Review of PDA Domains – Outstanding issues
•Discussion on New Procedures with ITT/BPS
•Open discussion Methodology & Technology PDA Future
Strategy
– CSDAT
– Gap Analysis, including Reference Models
•Planning of the week
– Thursday 22 Sept 09:00-1300 - Document Architecture
(CCBDA,SBDH,UCM, et al.)
UN Economic Commission for Europe
Bureau Programme Support (BPS)
19 – 23 September 2011
18th UN/CEFACT Forum
Geneva
UN Economic Commission for Europe
UN/CEFACT Plenary
Bureau
___________________
Chair
UNECE
Secretariat
Regional
Rapportuers
Programme of Work
Vice Chair
Vice Chair
Vice Chair
Vice Chair
Vice Chair
Programme Development Areas
Trade and
Transport
Facilitation
Domain
Support
Projects
Supply Chain
Domain
Support
Projects
Regulatory
Domain
Support
Projects
Vice Chair
Vice Chair
Programme Support Tasks
Sectoral
Domain
Support
Projects
Methodology
and Technology
Domain
Support
Projects
Roster of Experts
Registry of Domains
Business: Accounting & Audit Agriculture Customs Environmental Management Finance/Payments Government Health Care Insurance
International Trade Procedures Procurement Supply Chain Management Transport Travel/Tourism
Technical: Audit/Validation Business Process Modelling Communication Harmonisation Legal Library Maintenance Library Production
Methodology Publlications UN/EDIFACT XML
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UN Economic Commission for Europe
PROGRAMME OF WORK
Vice
Chairs
Peter
Amstutz,
Pier
Alberto
Cucino
&
Harm Jan
van Burg
BUREAU PROGRAMME SUPPORT
Support Services Tasks
& Communication Activities
Work Programme Coherence
Monitoring, Harmonisation,
Audit/Quality, Maintenance,
maintenance, Directories,
(external/internal), Marketing
Capacity Building
and Coordination, Project
Core Component Library,
Schema development and
Legal,
Communication
, Events, Liaison, Training /
UN Economic Commission for Europe
Bureau
Programme Support
• Bureau Programme Support is responsible for
non-project worked carried out by UN/CEFACT
– Communication, marketing, outreach, capacity
building
– Deliverables maintenance, validation, publication
– Coherence and coordination, project management
– Events, liaison, outreach, training
• Focus of Bureau Programme Support has been on
protection and continuity of key deliverables
during reorganization
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UN Economic Commission for Europe
Bureau
Programme Support
• Key deliverables are impacted by processes and
workflow that are changing as part of the new
organization
• To minimize impact, an Implementation
Transition Team (ITT) has been reconciling and
updating all relevant procedures to account for
new organisation
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UN Economic Commission for Europe
Implementation
Transition Team
• Established in June, 2011
• Providing guidance on continuity of key tasks,
special emphasis on protection / maintenance of
key deliverables
• Monitor and regularly report lessons learned
• Formulate proposals for adjustment of
procedures and organisation
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UN Economic Commission for Europe
ITT Accomplishments
• Forum meeting organisation (in consultation with
the Bureau and Secretariat)
• Catalogue of Procedures
• Detailed procedures for production and
maintenance of key deliverables (details will
follow)
• Action plans for updates to listservs, websites,
and project management software
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UN Economic Commission for Europe
•
•
•
•
•
•
•
•
Key Processes and
Procedures
Open Development Process (ODP)
Library Maintenance Overview
UN/EDIFACT Maintenance Procedures
Core Component Library Procedures
TDED Procedures
Code List Procedures
XML Schema Procedures
Validation Procedures
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UN Economic Commission for Europe
Revised Open Development Process*
*ECE/TRADE/C/CEFACT/2010/24/Rev.1 - Revised open development process
19-23 September 2011
UN/CEFACT Plenary
Geneva
UN Economic Commission for Europe
Background
• Developed to encourage electronic working
methods and virtual groups
• Introduced after the ebXML project – 10 times
more virtual participants than meeting
participants
• Proven very successful in engaging wide
participation
– Example: CCTS v1.9 >700 comments
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Previous ODP
UN Economic Commission for Europe
ODP 1
ODP 2
ODP 3
ODP 4
ODP 5
ODP 6
ODP 7
ODP 8
Project &
Team
Formation
Require
ments
Internal
Internal
Public
Impl.
Publication
Maintenance
Draft
Review
Review
Project
Proposal
Requirements
Document
Initial
Contributions
Internal
Draft
Public
Draft
Impl.
Draft
Verification
Final
Draft
Publication
Comments Comments Comments
Log
Log
Log
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UN Economic Commission for Europe
Why Change?
• Designed for Technical Specifications
– Adjusting the ODP for other deliverables not always a
perfect fit, necessitating a very complicated
document.
• New and changed procedures, e.g.
– IPR report
– 3 Country Rule
• Enable new organisational structure
• Enable many types of documents without having
to change the ODP
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UN Economic Commission for Europe
Major Changes
• Main principles work and are retained
• 7 development steps
– Internal review included in drafting phase
– All steps no longer mandatory
• All project deliverables subject to ODP
– A few exceptions, e.g. project proposal
• IPR disclosure milestones included in each applicable
step
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UN Economic Commission for Europe
Principles
a) Welcome participation by anyone designated as an expert by
a Head of Delegation to UN/CEFACT
b) Encourage global input
c) Work quickly
d) Not incorporate specific hardware or operating system
requirements or any other proprietary software tool
requirements into their processes and publications
e) Understand and agree to be subject to the UN/CEFACT
Intellectual Property Rights (IPR) policy
f)
Understand and agree to be subject to the UN/CEFACT Code
of Conduct
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UN Economic Commission for Europe
New ODP Steps
1. Project Inception
–
–
Proposal from Plenary delegation, existing Project Team, or the Bureau
Includes definition of scope and project exit criteria
2. Requirements Gathering
–
May be used also for technical evaluation of submission(s) to the Project
3. Draft Development
4. Public Review
5. Project Exit
–
May vary from simple Bureau review to full implementation verification
6. Publication
7. Maintenance
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UN Economic Commission for Europe
Maintenance
• The Bureau receives any comments following
product publication and the completion of the
work of the Project Team.
• Should the Bureau determine that a
significant revision of the product is required,
such a maintenance project is begun at the
Project Inception stage.
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UN Economic Commission for Europe
Examples
• Step-by-step examples have been produced
– UNECE Recommendation
– Business Standard with XML output
– Business Standard with UN/EDIFACT output
– Technical Specification
• More to come involving examples of exit criteria
• Not Normative! These are examples of what can
be done, not how to do it.
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UN Economic Commission for Europe
ODP Maintenance:
Libraries
• Existing libraries are in ODP Step 7
– UN/EDIFACT
– Core Component Library
– Trade Data Element Directory (Joint with ISO)
• Goals
– Develop procedures that apply to all three
libraries
– Improve timeliness of deliverables
– Clearly documented validation procedures
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Library Maintenance
UN Economic Commission for Europe
Reorganisation
Maintenance Procedure Upgrade
•Clarify procedures in order to encourage participation
•Increase speed of library publication, e.g., need to increase
limited resources for library work
•Need complete methodology for all aspects of library
maintenance, e.g., alignment of deletion procedures
•Include alignment / harmonisation of libraries and
publication cycles in maintenance procedures
UN Economic Commission for Europe
The Libraries
Code
lists
Three Libraries
XML
Schema
EDIFACT
CCL
TDED
Joint Maintenance Agency
(UNECE and ISO TC154)
“Libraries” also refers to code lists and XML schema.
UN Economic Commission for Europe
Library Linkages
UN/EDIFACT DE 7065 Package Type Description Code
TDED DE 7065 Package. Type. Code
CCL BCC Package. Type. Code/TDED Link 7065
UN Economic Commission for Europe
Maintenance Steps
The following steps apply to all requests for changes to
existing libraries/code lists/directories:
•
•
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•
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Change request(s) submitted and logged
Technical assessment
Semantic assessment
Harmonization
Update of libraries/code lists/directories
Validation of updated libraries/code lists/directories
– Quality Assurance (internal review)
– Formal Validation (independent review)
• Publication
UN Economic Commission for Europe
Library Production
• Change request(s) are submitted, logged, and checked
• Technical and semantic assessments are based on published
checklists
• Domain experts are needed for semantic assessment of the
business need and solution
• Harmonization includes:
– comparison of the change to the existing library or libraries to determine if it is
indeed ‘new’ and not semantically equivalent to something that already
exists
– any changes to the submission are agreed upon by the submitter and by the
appropriate domain team(s)
– adding references in the libraries to maintain and document the alignment
between the libraries.
UN Economic Commission for Europe
Library Production
• Quality Assurance (internal)
– By library team
– By the submitters
• Validation (independent)
– By experts in the libraries, in the domains involved, in any syntax
solutions produced, and in the publication of the particular libraries.
• Publication
– Approved libraries are submitted to the UNECE Secretariat and to the
ISO Secretariat (TDED) for publication.
UN Economic Commission for Europe
UN/EDIFACT Maintenance
UN Economic Commission for Europe
Reorganisation
Maintenance Procedure Remains
• Confirm EDIFACT maintenance within new organization
• Clarify procedures in order to encourage participation
– Some resources may drop off, we’re already limited
• Maintain production speed and quality
• Include alignment / harmonisation of libraries and
publication cycles in maintenance procedures
UN Economic Commission for Europe
Maintenance Steps(1)
• Change request(s) submitted and logged
– Submitter representative + secretariat
– Continuance of regional entry points unclear, outside UN/CEFACT
• Technical assessment
– BPS – EDIFACT Maintenance Team
• Semantic assessment
– Domains – Domain Coordinators
UN Economic Commission for Europe
Maintenance Steps (2)
• Cross-library Harmonization
– BPS – Maintenance Coordination Team
• Production
– Secretariat
• Validation of updated directories
– BPS – EDIFACT Validation Team
• Publication
– Secretariat
UN Economic Commission for Europe
Library Production
• Change request(s) are submitted, logged, and checked
• Technical and semantic assessments are based on published
checklists and rules
• Domain experts are needed for semantic assessment of the
business need and solution
• We could do with a couple of additional tech experts as well
• Harmonization included mostly in technical assessment
UN Economic Commission for Europe
Core Component Library
Maintenance
UN Economic Commission for Europe
Core Component
Library Procedures
• The big question:
How have the procedures for submission to
the CCL changed with the new organization?
UN Economic Commission for Europe
Core Component
Library Procedures
• Short answer: not much, and only in good ways
• Submissions will go through a similar process
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–
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Submission and Logging
Technical Assessment
Semantic Assessment
Harmonization
Library Update
Validation
Publication
• Processes unified across all UN/CEFACT outputs
UN Economic Commission for Europe
Core Component
General Comments
• In general, all steps will use publicly available
checklists and rules
• Submitters will be involved in all steps that change
the content of their submission
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UN Economic Commission for Europe
Core Component
Library:
Step 1
Step 1: Change Request Submitted and Logged
•Change Request must be in an acceptable format
– Spreadsheet
– XMLForCCTS
– CCL format
•Submission to a central authority
– Within the Bureau Programme Support (BPS) group
•Submitter will be involved in the processing of the
submission
UN Economic Commission for Europe
Core Component
Library:
Step 2
Step 2: Technical Assessment
•Members of BPS Technical Assessment Team
assess the submission for technical correctness
•Goal is to have short turn-around time
UN Economic Commission for Europe
Core Component Library:
Step 3
Step 3: Semantic Assessment
•Members of BPS Semantic Assessment Team assess
the submission for semantic correctness and coherence
within the library
•Work will be of a cross-domain nature to ensure that a
wide variety of viewpoints are brought to bear
UN Economic Commission for Europe
Core Component Library:
Step 4
Step 4: Harmonization
•Members of BPS Harmonization Team make sure that the
submission fits within the overall library
•Work will be of a cross-domain nature to ensure that a wide
variety of viewpoints are brought to bear
•Often, this will be done in parallel with Semantic
Assessment
UN Economic Commission for Europe
Core Component Library:
Step 5
Step 5: Library Update
•Members of BPS Library Maintenance Team
take all submissions for the library, and
incorporate them into that library
•This work should not change any of the
harmonized submissions
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UN Economic Commission for Europe
Core Component Library:
Step 6
Step 6: Validation
•Members of BPS Library Maintenance Team will first
perform an extensive quality assurance of the new
library
•Members of the BPS Independent Validation Team will
then perform a final validation
– Any errors found will be corrected, in cooperation with the
Library Maintenance Team and the original submitter
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UN Economic Commission for Europe
Core Component Library:
Step 7
Step 7: Publication
•Bureau will review and approve publication
based on successful validation results
•The library will be provided to the Secretariat
for publication
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UN Economic Commission for Europe
TDED Library Maintenance
UN Economic Commission for Europe
Background
• TDED is a joint publication of UNECE and ISO
• There is a joint UNECE/ISO Maintenance Agency
(MA) which includes international organisations and
international convention holders such as WCO, IMO,
IRU etc. who are responsible for their respective
informative bridge content
• The 4 digit ID is shared with UN/EDIFACT and is
subject to TDED formatting rules
UN Economic Commission for Europe
Linkages
Linkages to be maintained between TDED and
EDIFACT
a) Direct - TDED DE to EDIFACT DE
Example: TDED 7065 is equivalent to EDIFACT 7065
b) Indirect - TDED DE to EDIFACT DE + Code
Example: TDED 1014 is equivalent to EDIFACT 1153 + Code PK
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UN Economic Commission for Europe
Maintenance Steps
The following steps apply to all requests for changes to
the TDED:
•
•
•
•
•
•
Change request(s) submitted and logged
Technical assessment
Semantic assessment
Harmonization
Update of TDED
Validation of updated libraries/code lists/directories
– Quality Assurance (internal review)
– Formal Validation (independent review)
• Joint Publication
UN Economic Commission for Europe
Code List Maintenance
UN Economic Commission for Europe
Code List Types
Three types of code lists to be maintained
1. EDIFACT Code Lists (UNCL)
2. UNECE Recommendation Code Lists
3. Core Component library Code Lists
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UN Economic Commission for Europe
Code Lists – Type 1
1. EDIFACT Code Lists (UNCL)
– Maintained under the EDIFACT
Directories maintenance procedures
– Linkages between TDED DE and EDIFACT
DEs are maintained
Example: TDED 1014 is equivalent to EDIFACT 1153 + Code PK
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UN Economic Commission for Europe
Code Lists – Type 2
2. UNECE Recommendation Code Lists - External
• Rec 3 – UNECE linking to ISO 3166-1 (Country Codes)
• Rec 5 - UNECE publication of ICC Incoterms
• Rec 9 – UNECE linking to ISO 4217 (Currency Codes)
The following maintenance steps apply to all requests for changes to
external Recommendation Code Lists:
– Change request(s) submitted and logged and forwarded to ISO or ICC
– Update of Recommendation Code Lists
– Validation of updated libraries/code lists/directories
• Quality Assurance (internal review)
• Formal Validation (independent review)
– Publication
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UN Economic Commission for Europe
Code Lists – Type 2
2. UNECE Recommendation Code Lists - Internal
• Recs 16, 19, 20, 21, 23, 24, 28
The following maintenance steps apply to all requests for changes to
internal UNECE Recommendation Code Lists:
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–
–
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Change request(s) submitted and logged
Technical assessment
Semantic assessment
Harmonization
Update of libraries/code lists/directories
Validation of updated libraries/code lists/directories
• Quality Assurance (internal review)
• Formal Validation (independent review)
– Publication
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UN Economic Commission for Europe
UNECE Recommendation
Code Linkage Example
UN/EDIFACT DE 7065 Package Type Description Code
TDED DE 7065 Package. Type. Code
CCL BCC Package. Type. Code/TDED Link 7065
UNECE Recommendation 21 Package Type Code List
UN Economic Commission for Europe
Code Lists – Type 3
3. Core Component Library (CCL) Code Lists
• Submitted for use in Project RSMs e.g. EDIFICAS Accounting
Code Lists
The following maintenance steps apply to all requests for changes to CCL
Code Lists:
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–
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Change request(s) submitted and logged
Technical assessment
Update of CCL
Validation of updated CCL
• Quality Assurance (internal review)
• Formal Validation (independent review)
– Publication
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UN Economic Commission for Europe
XML schema production
UN Economic Commission for Europe
The 10.000 foot view
Core Component
library
Maintenance
Business
Requirements
UN/EDIFACT
Maintenance
TDED
Maintenance
BRS
RSM
Business
Message
Template
CCL
EDIFACT
Code lists
External
Code list
Maintenance
Multiple
XML
NDR
XML schema
production
SML Schema
Validation
BRS: Business Requirement Specification
RSM: Requirement Specification Mapping
Publication
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UN Economic Commission for Europe
Key principles
• Driven by
– CCL releases
– RSM from projects
• No “DMR process”
– All changes through CCL and RSM
• “All inclusive”
– Currently the entire package of schemas is
provided in one go
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UN Economic Commission for Europe
Key principles (2)
• Production rules defined in
the XML NDR
• Mostly automated production
– The NDR is aimed at fully-automated production
(“push the button”)
– Still some “manual intervention” is needed
• Checklist will be made publicly available to control the
“manual intervention”
• Will work with CCL Maintenance Team and the submitter (e.g.
project) to correct any issues found
• Errors found will be corrected in the source, i.e. the CCL or
RSM/Business Message Template, before re-production of
XML schemas
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UN Economic Commission for Europe
• Availability
– Where do I find...?
User concern
• Need to improve visibility
and presentation on the
web
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UN Economic Commission for Europe
• Time-to-market
– When the RSM is done, I
want the XML yesterday!
User concern (2)
• Limited resources
available for “manual
intervention”
• Fully automated
production tool
• Integrated production
process and tools
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UN Economic Commission for Europe
• Quality
– Does the XML meet my
business needs?
– Is it good XML?
User concern (3)
• Engage projects in
validation process
• Versioning
– XML schemas are
potentially a run-time
artifact
– XML versioning not
aligned to business level
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Formal Validation
For ensuring quality of libraries
UN Economic Commission for Europe
Libraries
For ensuring quality, all
libraries need formal validation
Libraries
Current subjects:
- EDIFACT
- CCL
Candidate subjects :
- Recommendations as code lists
e.g. UN/LOCODE
- TDED
EDIFACT
CCL
UN Economic Commission for Europe
Preparation
Setting up Formal Validation Procedure:
• Studying specifications
– e.g. CCTS, NDR, RSM, BRS, Submission Template for CCL
• Defining checking rules for finding conflicts
– between old and new versions of library
– between two parts e.g. BIE and CC , of library
– Between a library and supporting documents e.g. RSMs
(similar to ICG audit procedures for CCL)
• Developing small tools for automatic checking rules for
improving efficiency of validation
UN Economic Commission for Europe
Validation
Doing Formal Validation on each library
• Doing validation based on checking rules
• Writing reports of formal validation for corresponding teams
to maintain libraries
• Repeat until resolved issues of formal validation
UN Economic Commission for Europe
Conclusion
Join the Bureau Programme Support Team
• UN/CEFACT’s reorganisation is designed to make UN/CEFACT
more efficient, responsive to our stakeholders
• Many areas for improvement have been identified in the past
and present
• Some areas need resources in order to implement these
improvements
UN Economic Commission for Europe
18th UN/CEFACT FORUM
Current priorities of UN/CEFACT
Communication
Pier Alberto Cucino
Bureau Vice Chair
Geneva International Conference Centre
Geneva, Switzerland – 19 September2011
UN Economic Commission for Europe
New structure
& communication
• Communication is specifically included among the
main priorities of the UN/CEFACT’s new structure,
thereby providing for enhanced transparency
• It’s the first Forum in which communication planned
priorities and related activities are presented in the
Opening Plenary
• The new project oriented structure itself is a
powerful communication “tool”
UN Economic Commission for Europe
The communication plan
proposal & current priorities
Overall Communication Plan
• Presented during GME in Mclean
• To be fine-tuned during this Forum
Current Priorities
• External communication priorities
• Internal communication priorities
UN Economic Commission for Europe
External communication priorities
• Spread the “message” and point out the advantages of the new streamlined,
UN/CEFACT in terms of timely deliverables, based on stakeholders’ needs, as
will be reflected in the the 2012-2013 Programme of Work
• Promote UN/CEFACT “flagship” products
• Fine-tune UN/CEFACT’s relationship and interaction with its current
stakeholders, increasing their “loyalty” to UN/CEFACT
• Strengthen UN/CEFACT’s Global Remit attracting more stakeholders and
experts from all UN Member Countries, in particular Economies in Transition
UN Economic Commission for Europe
Internal communication priorities
Implement effective information flows among the Bureau, HODs,
PDAs, Domain Coordinators and Project Teams to:
•
Stimulate the cross domain approach of the new structure
•
Avoid the creation of “Independent Republics” within
UN/CEFACT
•
Further develop UN/CEFACT members sense of belonging
UN Economic Commission for Europe
Tools - 1
Possible Website projects
• Restyling within the the UNECE site layout to strengthen
communication
• New section “Guide to UN/CEFACT” providing non technical
information on its activity, new structure and procedures
• New video section with “Promotional” videos to facilitate
communication, e.g., tutorial video on key UN/CEFACT
Recommendations (e.g., Single Window)
UN Economic Commission for Europe
Tools - 2
Direct Communication*
• Official Communications to HODs
• Communications to UN/CEFACT experts
*includes common materials to represent shared-understanding,
e.g. slides, brochures, webex/go-to-meeting recorded streams
UN Economic Commission for Europe
Tools-3
Promotion/Information
• e info communication on UN/CEFACT activities
(UNCEFACTINFO) to be sent to new larger mailing list
of national public/private organizations interested in
Trade Facilitation achieved through Permanent
Missions, HODs, Regional Rapporteurs (all Countries)
• UNECE Multiplier Point Network (Economies in
Transition)
UN Economic Commission for Europe
•
•
•
The role of PDAs and experts
in communication
Consider a diversity of approaches to support
communication inside UN/CEFACT, e.g., available
tools for collaborative development sites,
discussion groups, electronic forums
Provide input for external communication and
support for the implementation of the
communication tools
Key role of experts involved in Bureau Programme
Support
UN Economic Commission for Europe
Forum Schedule
and
General Information
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UN Economic Commission for Europe
Revised Schedule - Monday
18th UN/CEFACT Forum
Monday, 19 September 2011
13:00 –14:00
Lunch Break
Meetings of Programme Development Areas
14:00 - 15:30
Implementing Transition
Room 3 – Trade and Transport Facilitation
and Regulatory
Room 4 – Supply Chain
Room 17 – Sectoral
Room 15 – Methodology and Technology
15:30 – 16.00
Coffee Break
16:00 - 17:00
(meeting rooms same as above)
Meetings of Plenary Bureau
17:00 – 17:30
Room 3 – Open to Forum participants
17:45 – 18:45
Room 18
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UN Economic Commission for Europe
STARTING TUESDAY MORNING, 20 SEPTEMBER
Daily Meetings of Bureau Programme Support
Room 16:
8:00 – 9:00 hrs
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UN Economic Commission for Europe
Rooms For the Week
Programme Development Areas
Room 3 – Trade and Transport Facilitation
and Regulatory
Room 4 – Supply Chain
Room 17 – Sectoral
Room 15 – Methodology and Technology
Bureau Programme Support
Room 16
Plenary Bureau
Room 18
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UN Economic Commission for Europe
More on Rooms
Planning of Rooms for special meetings of
PDAs, Projects and Domains will start to take
place on Monday afternoon in PDA meetings
During the week unallocated rooms can be
provisionally reserved at the Welcome Desk
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UN Economic Commission for Europe
SMALL ROOMS AVAILABLE TO UN/CEFACT DURING WEEK
For Room Reservations: Go To Welcome Desk
On second floor Varembé
Double Rooms (4 people): B.201/202, 210/211
Single Rooms (2 people): B.203 through 208
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UN Economic Commission for Europe
Correspondence to UNECE Secretariat regarding
UN/CEFACT should be sent to:
Mika Vepsalainen
Secretary to UN/CEFACT
[email protected]
.
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UN Economic Commission for Europe
The new UN/CEFACT website is located at
http://live.unece.org/cefact/index.html
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UN Economic Commission for Europe
STARTING TUESDAY MORNING, 20 SEPTEMBER
PLEASE SIGN-UP FOR THE BPS COMMUNICATION TEAM
EFFORTS TO RECORD EXPERIENCES IMPLEMENTING
UN/CEFACT DELIVERABLES
FORMS AT WELCOME DESK
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UN Economic Commission for Europe
THANK YOU FOR YOUR ATTENTION
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